+50.4%
AMZN vs HON
+11.9%
+38.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +2.8% | +1.4% | +1.4% | +2.1% |
| 30D | +5.0% | +7.5% | -2.5% | +1.0% |
| 3M | +0.6% | -4.3% | +4.9% | +2.6% |
| 6M | -1.3% | -1.5% | +0.3% | -2.3% |
| YTD | +15.5% | +10.5% | +5.0% | +5.1% |
| 1Y | +12.2% | +8.5% | +3.7% | +3.3% |
| 3Y | +87.0% | +28.0% | +59.0% | +46.7% |
| All | +50.4% | +11.9% | +38.5% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling